Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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There are two certainties in life: death and taxes, or so it’s been said. While the thought of filing taxes may not fill you with delight, for many Americans, receiving a tax refund could be the mini financial windfall they need to get back on track with financial goals that may have gone awry during the year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.